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Senior Tax Planner & Financial Planning Expert

Job in San Diego, San Diego County, California, 92189, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Accounting & Finance, Tax Advisor
Salary/Wage Range or Industry Benchmark: 86300 - 143900 USD Yearly USD 86300.00 143900.00 YEAR
Job Description & How to Apply Below
A prominent financial services firm is seeking a Sr. Tax Planner to enhance services for advisors. In this role, you'll create financial and tax plans, and analyze clients' tax situations. Applicants should have a Bachelor's degree, CPA designation, and over 5 years of experience in tax planning. Strong communication skills and tax knowledge are essential for effectively advising clients. The position offers a competitive salary range from $86,300 to $143,900 annually with comprehensive benefits.
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Position Requirements
10+ Years work experience
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